Essential Planning LLC. Sells 1,273 Shares of Eli Lilly and Company $LLY

Essential Planning LLC. decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 11.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,724 shares of the company’s stock after selling 1,273 shares during the quarter. Eli Lilly and Company comprises about 2.6% of Essential Planning LLC.’s portfolio, making the stock its 7th biggest holding. Essential Planning LLC.’s holdings in Eli Lilly and Company were worth $7,419,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in LLY. MBA Advisors LLC raised its holdings in shares of Eli Lilly and Company by 2.9% during the 3rd quarter. MBA Advisors LLC now owns 535 shares of the company’s stock worth $408,000 after acquiring an additional 15 shares during the period. Ritholtz Wealth Management raised its holdings in shares of Eli Lilly and Company by 4.0% in the 3rd quarter. Ritholtz Wealth Management now owns 23,016 shares of the company’s stock valued at $17,562,000 after buying an additional 877 shares during the period. Nwam LLC lifted its position in shares of Eli Lilly and Company by 4.7% during the third quarter. Nwam LLC now owns 1,776 shares of the company’s stock worth $1,355,000 after purchasing an additional 80 shares in the last quarter. Fiduciary Wealth Partners LLC boosted its position in Eli Lilly and Company by 27.0% in the 3rd quarter. Fiduciary Wealth Partners LLC now owns 320 shares of the company’s stock valued at $244,000 after buying an additional 68 shares during the period. Finally, Peoples Bank OH boosted its holdings in Eli Lilly and Company by 12.6% in the third quarter. Peoples Bank OH now owns 832 shares of the company’s stock valued at $635,000 after purchasing an additional 93 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,038.26 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market capitalization of $981.56 billion, a P/E ratio of 50.80, a P/E/G ratio of 0.75 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The company’s fifty day moving average price is $1,051.34 and its 200 day moving average price is $870.18.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The company’s revenue was up 53.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 33.86%.

Eli Lilly and Company News Summary

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia announced a joint $1 billion lab to build and equip an AI-enabled research facility, signaling long-term R&D acceleration and potential productivity gains for drug discovery. Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here’s What Investors Need to Know.
• Positive Sentiment: Pipeline progress — Lilly reported completion of a Phase 1 study in China for a new oral candidate, advancing its oral-GLP1 pipeline and de‑risking future regulatory steps outside the U.S. Eli Lilly Quietly Advances New Oral Candidate With Completion of Phase 1 Study in China
• Positive Sentiment: Oral and oncology R&D signals — Updates on olomorasib capsule study and a Japanese Phase 1 combo trial for next‑wave obesity drugs show steady, diversified pipeline momentum beyond current GLP‑1 franchises. Eli Lilly’s Olomorasib Capsule Study Signals Steady Pipeline Progress for Investors Lilly Advances Next-Wave Obesity Pipeline With Japanese Phase 1 Combo Study
• Positive Sentiment: Analyst backing and strategic focus — JPMorgan highlights cardiovascular Lp(a) programs and analysts (e.g., Jefferies) maintain bullish targets, reinforcing the growth narrative beyond obesity drugs. JPM26: Eli Lilly highlights Lp(a) drugs as cardiovascular growth focus
• Neutral Sentiment: Pre-earnings momentum — Market indicators show strong momentum and high analyst interest ahead of upcoming earnings, which can amplify intraday moves but increases dependence on the print. Eli Lilly Shares Near Highs As Score Flags Momentum Ahead Of Earnings
• Neutral Sentiment: Investor commentary — Several opinion pieces argue the recent dip is a buying opportunity given Lilly’s fundamentals; these help sentiment but are not new catalysts. Buy The Dip In LLY Stock?
• Negative Sentiment: FDA delay on oral obesity pill Orforglipron — Reports the regulator pushed its decision to April have pressured the stock by extending competitor advantage and delaying potential sales. LLY Stock Falls After FDA Reportedly Delays Obesity Drug Ruling
• Negative Sentiment: Antitrust/competition litigation — A compounding pharmacy sued Lilly and Novo Nordisk claiming coordinated efforts to limit compounding substitutes; litigation risk adds regulatory/legal uncertainty. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

Wall Street Analysts Forecast Growth

Several research firms have commented on LLY. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Zacks Research upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Morgan Stanley increased their target price on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Finally, Leerink Partners set a $1,234.00 price objective on Eli Lilly and Company in a research report on Monday, January 5th. Five investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $1,174.70.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.